CCH iFirm CGT Reporter

CGT Reporter gives you all historical dividends, corporate actions and share price data for every listed company and trust in Australia since 1985. It’s the “must-have” tool for any accountants dealing with investments, helping you save time producing reports for client portfolios. Revolutionise your reporting prowess across CGT, income tax, SMSF setup, compliance and audit work, share portfolio administration and deceased estate work.

Our leading-edge Portfolio Worksheet System saves accountants and portfolio administrators massive amounts of time when producing reports on long-held shareholdings. Instantly reconstruct shareholding histories over several years and automatically factor in all dividends and DRPs paid, distributions and tax-deferred components, and all corporate actions that have changed share volumes and cost bases over the years. Push-button reporting saves you hours of research time, utilising the most accurate, the deepest, and the widest database on publicly-listed securities available in Australia.

Whatever supporting information you need, CGT Reporter has you covered. Clever onscreen calculators help you work out values for dividend payments and franking credits, trusts’ distributions and tax-deferred components, demerger and stapled security cost base portions and investment values. A whole library of reference documents is easily at hand wherever you are – all you need is the Internet.

The ability to access your CGT Reporter data and tools in the cloud enables remote, anywhere-anytime access for your staff.

A series of training videos are available to help get your new team members up to speed on the software.

CGT Reporter is accessible via the CCH iFirm platform – a full-cloud suite of integrated practice management, compliance and client communication tools. Simplify your compliance workflow with our single-platform solution.